Sunday, June 01, 2025

Monday Watch

Today's Headlines

Bloomberg:    
Zero Hedge: Wall Street Journal:
MarketWatch.com:   
NewsMax:  
Fox News:
TheGatewayPundit.com:

The Epoch Times:

Around X:
  • @elonmusk
  • @MarioNawful  
  • SEC NOEM: CHINA HAS INFILTRATED THIS COUNTRY. “These ties to China are deeply alarming, and they’re not just Harvard. There’s other universities. We’re going through every single one of them. China has infiltrated this country. It’s my job to protect the homeland, and I’ve been given that direction by President Trump. They will not participate in this foreign student program until they clean up their ways.” (video)
  • FBI RELEASES 112 PAGES FROM NASHVILLE SCHOOL SHOOTER. IT'S WORSE THAN YOU THINK. After a long legal battle, the FBI finally dropped 112 pages of writings from the Nashville Covenant School shooter. Maps. Faculty lists. School break calendars. Anti-Christian rants. Screeds against religion, Biden, and life itself. The pages are soaked in bitterness and rage, the mind of someone who believed they were "born wrong" and "nothing on earth can save me." One page screams: “WE ARE ALL F*GS,” another maps out shooting drills, body armor setups, even nods to Columbine’s anniversary.
  • TULSI: “THIS WAS STATE PROPAGANDA - PURE AND SIMPLE”. Tulsi declassified records showing how the Biden administration coordinated with Big Tech, media, and intel agencies to censor Americans and crush dissent. “They’ll lie. They’ll smear. They’ll silence. And they’ll even destroy you if you dare to speak the truth.”
  • CANADA’S IMMIGRATION GRAPH JUST TURNED INTO A ROCKET SHIP. Canada's bringing in 2.5 million people by 2025. It's the biggest peacetime immigration spike ever for a country its size. The chart literally goes vertical after 2021. Blink and the population jumps 25%. At this rate, Canada’s about to gain a whole new Toronto every year. Hope they’re building houses faster than that line’s climbing.
  • BREAKING: FEDS KNEW EAST PALESTINE WAS TOXIC, LIED ANYWAY. They burned 115,000 gallons of toxic chemicals, called it safe, and dipped. New docs show FEMA, the White House, and even the National Security Council secretly freaked out about “cancer clusters” and called it a “really toxic plume.” But they told the public, “Nothing to see here.” The FEMA guy sent by Biden? Never met with residents. Locals nicknamed him “the ghost of October.” Now they’re calling it criminal negligence. Honestly, can you blame them?
  • @LauraLoomer
  • @C_3C_3
  • @EYakoby
  • @EricLDaugh
  • @DC_Draino
  • @nicksortor
  • @GeneralFlynn
  • @Gerashchenko_en
  • @Fxhedgers
  • TWO MEN INDICTED IN PLOT TO SMUGGLE US MILITARY TECHNOLOGY TO CHINA (Newsweek). Two foreign nationals, including one with lawful permanent residency in the United States, have been indicted by a Wisconsin grand jury for attempting to smuggle U.S. military technology to China, including encrypted communications gear. Newsweek has reached out to the Department of Justice (DOJ) for comment via email on Saturday.
  • @matt_vanswol
  • @tshugart2
  • @bennyjohnson
  • @WarClandestine
  • @JustJenRX
  • @realMaalouf
  • @GlobalMktObserv
  • @FreightAlley
  • @ShadowofEzra
  • @BartRussell10
  • @Barchart
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are -1.25% to -.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 79.0 +1.25 basis points.
  • China Sovereign CDS 52.0 +1.0 basis point.
  • China Iron Ore Spot 95.2 USD/Metric Tonne -.5%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.78 +.21% 
  • Bloomberg Emerging Markets Currency Index 36.97 -.04%.
  • Bloomberg Global Risk-On/Risk Off Index 68.2 +.4%.
  • US 10-Year Yield 4.42% +2.0basis points.
  • Volatility Index(VIX) futures 21.3 +1.3%. 
  • Euro Stoxx 50 futures -.20%.
  • S&P 500 futures -.35%.
  • NASDAQ 100 futures -.50%.

BOTTOM LINE: Asian indices are modestly lower,  weighed down by technology and consumer discretionary shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 75% net long heading into the week.

Saturday, May 31, 2025

Today's Headlines

Bloomberg:

CNBC:

MarketWatch.com:

Around X:
  • @elonmusk
  • @ElonMusk explains why federal spending is SO out of control: "Money is spent most poorly when it's someone ELSE'S money being spent on people you don't know." That ENTIRELY sums up USAID. "The way the government works is complaint minimization... the managers say 'it's not worth the trouble. Just pay it anyway.'" (video)
  • Jay Bhattacharya on Gain-of-Function Research. “This is a foolhardy way to pretend to yourself that we've protected ourselves against a pandemic when we haven't … And I think it's very likely that the COVID pandemic was the result of this kind of research.” (video)
  • @Zerohedge
  • @MarioNawful  
  • OPEC+ POURS ON THE OIL AS PRICES DIP. Saudi Arabia, Russia, and 6 other oil giants are opening the taps and adding 411,000 more barrels of oil every day in July. This is not a tiny boost either. It is more than triple what they usually do each month.
  • IRAN RACKS UP URANIUM AS THE WORLD HOLDS ITS BREATH. Iran has bumped its uranium stockpile to over 900 pounds of 60% purity uranium, which is a hop from weapons-grade. That is a big jump from the 600 pounds it had in February. The IAEA chief Rafael Mariano Grossi says Iran is the only country without nuclear bombs enriching to this level. He is calling on Tehran to cooperate now before things get worse. Trump still hopes for a deal.
  • ROBOT HAND TAKES HUMAN TOUCH TO A WHOLE NEW LEVEL. Scientists at Korea’s Institute of Machinery and Materials have built a robot hand that can grip just about anything without missing a beat. Old robot hands move like robots, stiff and clumsy. This new one acts more like your own hand. It has a smart system that combines a four-bar linkage with wire-driven parts, making it shape-shifting and steady. Its secret weapon is the thumb, which bends and rotates with only one motor, keeping it light and nimble.
  • ULTRASONIC VAPES: SLEEK AND SCARY. U-cigarettes may sound like a safe bet. Scientists at the University of California, Riverside found they pack a nasty punch instead. Unlike regular vapes, these gadgets use vibrations to create mist. But in that mist lurk 16 metals, including arsenic and selenium, the same villains linked to cancer and lung disease. One brand tested had nickel levels so high they might as well call it a metal smoothie. Even zinc and selenium, good in tiny amounts, turn traitorous at high doses. Once inhaled, these metals can hide in your lungs and dodge the usual body defenses, causing serious damage over time.
  • 12 HOUR NEWS RECAP.
  • @LauraLoomer
  • @RodDMartin
  • Let's see. 1) Inflation down to 2.1%. 2) $10 trillion in on-shored business. 3) Gas prices plummeting. 4) Consumer confidence rising. 5) Right-track sentiment at record levels. 6) Illegal immigration non-existent. 7) Personal income rising. 8) Global trade deals happening. No wonder Democrats want to stop Trump's tariffs.
  • @IGSquawk 
OpenVAERS: 
SKirsch.com:

Friday, May 30, 2025

Evening Headlines

Around X:

  • @elonmusk
  • @Zerohedge
  • @MarioNawful  
  • SEC. DEF: NO MORE PREACHING, LET’S BUILD PEACE TOGETHER. “United States is not interested in the moralistic and preachy approach to foreign policy of the past. We're not here to pressure other countries to embrace or adopt policies or ideologies. We're not here to preach to you about climate change or cultural issues. We're not here to impose our will on you. We are all sovereign nations.” (video)
  • CHINA ON NOTICE AS DEFENSE CHIEF DRAWS LINE IN THE PACIFIC. Defense Secretary Pete Hegseth: "The United States is committed to working with our allies and partners to deter aggression by Communist China in the Indo-Pacific. We're doing this, in particular, reestablishing deterrence through strength. By standing shoulder to shoulder with you, we will unite against those who threaten a free and open Indo-Pacific." (video)
  • BREAKING | DEFENSE SECRETARY HEGSETH: CHINA THREAT IS "REAL AND COULD BE IMMINENT". Defense Secretary Pete Hegseth warned Indo-Pacific allies that China is actively rehearsing to take Taiwan by force, calling the threat "real" and potentially "imminent." Pete Hegseth, U.S. Defense Secretary: "We are not going to sugarcoat it — the threat China poses is real. And it could be imminent... China is no longer just building up its military forces to take Taiwan, it's actively training for it, every day." Speaking at Singapore's Shangri-La security conference, Hegseth noted China's 2027 deadline to be militarily capable of taking Taiwan. He also called out Beijing's ambitions in Latin America, particularly its efforts to control the Panama Canal. The U.S. is developing space-based "Golden Dome" missile defenses to counter China's hypersonic weapons and militarized South China Sea islands. Hegseth urged regional allies to boost defense spending to 5% of GDP, matching new European targets. China snubbed the conference by not sending its defense minister. "We are here this morning. And somebody else isn't," Hegseth noted. The message is clear: pick a side before it's too late.
  • REP LUNA: FOCUS ON PRESIDENT'S AGENDA, STOP TALKING, AND ACT. "A lot of people are always worried about re-election. We should go back to pre-COVID spending levels. Politicians want Congress to focus on the President's agenda, codifying what DOJ has done. Stop posting about it, stop talking about it, and actually do it." (video)
  • REP. LUNA: DOGE PROJECTED TO SAVE OVER $1 TRILLION... CONGRESS MUST BE HELD ACCOUNTABLE. "Russ Vought is head of OMB and might be taking over, definitely a financial and fiscal conservative. Some of the best minds are actually still in Washington and Doge will continue. In fact, they are projected to hit under this administration over 1 trillion dollars in savings. Congress does have a spending problem and there have been people there for decades on both sides that are part of that problem." (video)
  • CDC DEFIES RFK JR ON KIDS' COVID SHOTS? Robert F. Kennedy Jr. told America the CDC was done recommending COVID vaccines for kids, then things got weird. The CDC responded by dropping a fresh schedule that says… they’re not. Problem is, the CDC’s expert panel never voted to change anything, and that’s kind of a big deal. Turns out, announcements don’t equal policy.
  • TOM CRUISE'S "CRAZY" 2005 PHARMA RANT LOOKS PROPHETIC NOW. Remember when everyone mocked Tom Cruise for that Matt Lauer interview? Turns out he was right about Big Pharma all along. Tom Cruise (2005 Today Show): "You're glib. You don't even know what Ritalin is... There's ways of doing it so we don't end up in 'A Brave New World.'" Nearly 20 years later, his "unhinged" warnings about overmedication, especially in children, are now mainstream medical concerns. Top healthcare professionals echo his exact points about overprescription and questioning the chemical imbalance theory. Cruise was ridiculed for challenging pharmaceutical industry influence on mental health treatments. Now we have an opioid crisis, skyrocketing ADHD and autism diagnoses, and growing skepticism about psych meds' long-term effects. His delivery was intense, but his core message about caution and education proved dead-on. Sometimes the "crazy" people are just early.
  • WHITE HOUSE CELEBRATES DOGE SUCCESS: "VICTORIOUS IN SLASHING WASTE, FRAUD, AND ABUSE". The White House just released a victory lap video highlighting DOGE's massive success in cutting government waste, with Trump thanking Elon for leading the charge. Trump: "We're talking about hundreds of millions of dollars of money that's going to places where it shouldn't be going. I've had great help with Elon Musk who's been terrific." "We have to take some of these things apart to find the corruption. We've found tremendous corruption." (video)
  • @LauraLoomer 
  • @ScottPresler
  • @BennyJohnson
  • @C_3C_3
  • Meet Judge Contreras. He just blocked Trump’s China tariffs. Rudy was on the FISA Court that illegally spied on Trump. Found in Strzok’s texts: “I need to get together w/ him.” (FISA Judge Contreras) Part of the op to ruin Flynn. Friends with Holder. It’s a judicial coup.
  • @WallStreetApes
  • @StephenM
  • @FFT1776
  • @Barchart
  • @matt_vanswol
  • @DC_Draino
  • @MJTruthUltra
  • RFK Jr says they are Working on Removing Pharmaceutical Ads on TV in America. • 75+% of all revenues on the evening news networks are funded from Big Pharma — “Brought to you by Pfizer” • if you look at people like Anderson Cooper or Jake Tapper, their salaries are 100% funded by pharmaceutical companies — they know that and they have to tote the line • 20 years ago, these networks use to talk about vaccine problems and safety concerns — not anymore because they are literally almost 100% being funded by Big Pharma • When asked about the possibility of removing Big Pharma ads from television altogether, RFK said a few things:
  • @EricLDaugh
  • @EmeraldRobinson
  • @EYakoby